Sales home
Top of funnel across the team · HubSpot synced 15 min ago
New leads
420
▲ 12% vs last
Demos booked
110
▲ 9%
Open opps
84
▲ 6
Pipeline value
$1.62M
▲ $180K
Closed won (QTD)
$486K
▲ 14%
Win rate
26%
▼ 2 pts
The funnel
This quarter · all reps
Leads
420
→40%qualify
Qualified
168
→65%to demo
Demos booked
110
→76%to opp
Opportunities
84
→26%win
Closed won
22
Lead to win 5.2% this quarter. Biggest drop is lead to qualified; demo to opp is healthy. Stages and counts sync from HubSpot.
By rep
QTD
| Rep | Leads | Demos | Opps | Pipeline | Won | Win % |
|---|---|---|---|---|---|---|
MRMarco Reyes | 96 | 28 | 24 | $520K | $168K | 29% |
PAPriya Anand | 88 | 25 | 21 | $430K | $132K | 27% |
DBDevin Brooks | 79 | 21 | 18 | $360K | $108K | 24% |
SOSara Okafor | 74 | 19 | 16 | $285K | $78K | 23% |
LCLaura ChenNew | 83 | 17 | 5 | $92K | $0 | ramping |
| Team | 420 | 110 | 84 | $1.62M | $486K | 26% |
Laura is ramping: strong top-of-funnel (leads, demos), opps still building. Exactly the BDR shape you'd want week three.
Demos & events booked
Next 7 days
17
Jun
Cascade Freight Demo
Laura Chen · 11:00 · platform walkthrough
18
Jun
Meridian SaaS Demo
Marco Reyes · 14:30 · billing deep-dive
19
Jun
Q2 Rev-Ops Webinar Webinar
Priya Anand · 47 registered
20
Jun
Lumen Robotics Demo
Laura Chen · 10:00 · ASC 606 use case
24
Jun
SaaStr booth Event
Team · field event · 3 demos slotted
Where wins go — the revenue loop
Polara only
HubSpot's view stops at Closed won. Polara's keeps going: each win becomes an agreement, which recognizes revenue, which funds delivery, which drives health. The same loop a renewal rides back into the funnel. This is the panel no CRM can show, because it has no ledger underneath.
| Won deal | Rep | TCV | Became | Recognized | Delivery | Health |
|---|---|---|---|---|---|---|
| Northwind Logistics Closed May 28 | Marco Reyes | $184K | AGR-2025-0051 | $38K | On track | Healthy |
| Helios Energy Closed May 14 | Priya Anand | $96K | AGR-2025-0049 | $22K | On track | Healthy |
| Atlas Manufacturing Closed Apr 30 | Devin Brooks | $300K | AGR-2025-0047 | $84K | At risk | Watch |
| Brightline Media Closed Apr 12 | Sara Okafor | $54K | AGR-2025-0044 | $31K | On track | Healthy |
Atlas closed big but its implementation is at risk and health is on watch. A CRM would call that a win and move on. You can see the whole life of the deal.